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ITIL® Foundation Certificate
     in IT Service Management
                   Training Course
Legal Notice
ITIL® is a Registered Trade Mark of the Cabinet Office in the United Kingdom and other countries

The Swirl logo™ is a Trade Mark of the Cabinet Office

This training material is composed of two types of content:

1) Content created by Global Lynx. Where applicable, this content is identified by the framed caption
“Slide content from GL” in the lower left corner of each slide and by the framed caption “Notes
content from GL” in the lower left corner of each slide’s notes section.

2) Content which has been either excerpted from or based on one or more of the following Cabinet
Office ITIL publications: Service Strategy (ISBN 978-0-11-331045-6), Service Design (ISBN 978-0-11-
331047-0), Service Transition (ISBN 978-0-11-331048-7), Service Operation (ISBN 978-0-11-331046-3),
Continual Service Improvement (ISBN 978-0-11-331049-4). © Crown Copyright 2007. Reproduced
under Licence from the Cabinet Office. Where applicable, this content is identified by the framed
caption “Slide content from CO” in the lower left corner of each slide and by the framed caption
“Notes content from CO” in the lower left corner of each slide’s notes section.
Audience

                                                ● Individuals who require a basic understanding
                                                         of the ITIL framework.

                                                ● IT professionals that are working within an
                                                         organization that has adopted and adapted
                                                         ITIL.

                                                ● Individuals seeking the ITIL Expert Certificate
                                                         in IT Service Management, for which this
                                                         qualification is a prerequisite.

                                                ● Individuals seeking progress toward the ITIL
                                                         Master Certificate in IT Service
                                                         Management, for which the ITIL Expert is a
                                                         prerequisite.

                                                ● This may include:
                                                   – IT professionals
                                                   – Business managers
  Slide
                                                   – Business process owners
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Class Schedule


                                     Day                                            Segment                                                    Start        End     Dur.
                                                                                                                                               time        time    (min.)
                                                 Course introduction                                                                            9:00       10:00     60
                                                 1: Industry Best Practices                                                                    10:00       11:00     60
                                                 Coffee break                                                                                  11:00       11:15     15
                                                 Exercises for unit 1                                                                          11:15       11:45     30
                                                 2: Service Management as a Practice                                                           11:45       13:45    120
                                       1         Lunch break                                                                                   13:45       14:45     60
                                                 Exercises for unit 2                                                                          14:45       15:15     30
                                                 3: Service Strategy                                                                           15:15       17:15    120
                                                 Coffee break                                                                                  17:15       17:30     15
                                                 Exercises for unit 3                                                                          17:30       18:00     30
                                                 4: Service Design (part 1)                                                                    18:00       19:00     60




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from CO
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            This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
Reference Literature

                                         Course literature
                                           • The five core CO (the Cabinet Office) ITIL v3 books published by TSO
                                             (The Stationery Office):
                                                  • Service Strategy
                                                  • Service Design
                                                  • Service Transition
                                                  • Service Operation
                                                  • Continual Service Improvement
                                           • The Official Introduction to the ITIL Service Lifecycle
                                             Published by TSO (The Stationery Office)
                                             2007
                                           • Passing your ITIL Foundation Exam - The Official Study Aid
                                             Published by TSO (The Stationery Office)
                                             2007
                                           • Foundations of IT Service Management Based on ITIL V3
                                             Published by Van Haren Publishing
                                             2007
                                           • An Introductory Overview of ITIL V3 (E-Book)
                                             Published by the UK Chapter of the itSMF
                                             2007
                                           • ITIL glossary of terms
                                             © Crown Copyright the Cabinet Office
                                             2011
                                           • CO ITV3F course syllabus
                                             © CO (the Cabinet Office)
                                             2011

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Unit Contents


           1 Industry Best Practices
               1.1 Best Practices in the Public Domain
               1.2 Basic Concepts and Background of ITIL
               1.3 Industry Standards
               1.4 Frameworks
               1.5 Models and Quality Systems
               1.6 Company Standards and Frameworks

           2 Service Management as a Practice
               2.1 Service
               2.2 Internal and External Customers
               2.3 Internal and External Services
               2.4 Service Management
               2.5 IT Service Management
               2.6 Stakeholders in Service Management
               2.7 Processes and Functions
               2.8 The Process Model and the Characteristics of Processes
               2.9 Integration of Service Management Processes through Service Automation
               2.10 Structure of the ITIL Service Lifecycle
               2.11 Why ITIL is Successful
               2.12 ITIL Roles
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Preamble: ITIL V3 Processes and Functions
           © Crown Copyright 2007. Reproduced under Licence from the Cabinet Office
                                                                      Legend:                                    P = Process                                  Event Management            P
           What is ITIL?
                                                        Design Coordination                      P               F = Function                                 Incident Management         P
           A set of best
           practices for IT                             Service Catalogue
                                                                                                 P         Transition Planning and
                                                                                                                                                    P         Request Fulfilment          P
                                                        Management                                         Support
           Service
           Management.                                  Service Level
                                                        Management                               P         Change Management                        P         Problem Management          P
           Strategy Management for
           IT Services                        P         Availability Management                  P         Service Asset and
                                                                                                           Configuration Management                 P         Access Management           P
           Service Portfolio
           Management                         P         Capacity Management                      P         Release and Deployment
                                                                                                           Management                               P         Service Desk                F
           Financial Management for
           IT Services                        P         IT Service Continuity
                                                        Management                               P         Service Validation and
                                                                                                           Testing                                  P         Technical Management        F

           Demand Management                  P         Information Security
                                                        Management                               P         Change Evaluation                        P         IT Operations
                                                                                                                                                              Management                  F
           Business Relationship
           Management                         P         Supplier Management                      P         Knowledge Management                     P         Application Management      F
                      Service                                             Service                                          Service                                             Service
                      Strategy                                            Design                                          Transition                                          Operation

                                                                      Continual Service Improvement (CSI)


                                                                               The Seven-Step Improvement Process                                                                         P
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1                                                   Industry Best Practices




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1.1 Best Practices in the Public Domain

 Industry Best
 Practices
                          ● Best practices enable organizations to:
                                             Close gaps in capabilities

 Best practices
                                             Become more competitive

                          ● Sources for best practice:
                                             Public frameworks
                                             Standards
                                             Proprietary knowledge



                             ITIL is the most widely recognized and trusted source of
                             best-practice guidance in the area of ITSM.



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1.2 Basic Concepts and Background of ITIL

 Industry Best
 Practices


                         ITIL: A customizable set of best practices designed to promote
 ITIL
                         quality IT services.



                         ● Provides a systematic, process-based approach to the
                                   provisioning and management of IT services.

                         ● The processes identified apply to all aspects of IT
                                   infrastructure.




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1.2 Basic Concepts and Background of ITIL

 Industry Best           The stages in the service lifecycle approach to IT Service
 Practices
                         Management are:

 ITIL



                                             Service                                              Service
                                            Operation                                             Design
                                                                                                                               Continual Service
                                                                        Service                                                Improvement
                                                                        Strategy


                                                                        Service
                                                                       Transition




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2.3 Internal and External Services

                                                              Internal and external services

 External          External         External               External                External               External
 customer          customer         customer               customer                customer               customer




The business
          Business unit                     Business unit
       (internal customer)               (internal customer)                                                                                                                 © Crown copyright 2007.
                                                                                                                                                                             Reproduced under
                                                                                                                                                                             licence from the Cabinet
                                                                                                                                                                             Office
IT

        IT department                    IT department                          IT department



                                                                                                                                                                      External customer-facing services
                                                                                                                               IT services                            Internal customer-facing services
                                                                                                                                                                      Supporting services (internal)
                                                                                                                                                                      Business services and products
                                                                                                                                                                      provided by other business
                                                                                                                                                                      units




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2.8 The Process Model and the Characteristics of Processes

                                                                               Process model

                                         Process control

                                                                                          Policy
                                                         Owner                                                         Objectives

            Triggers                             Documentation                                                          Feedback



                                         Process

                                                                                         Metrics
                                                       Activities                                                           Roles

              Inputs                                Procedures                                                      Improvements                                      Outputs

                                                       Work                                                                                              Including process
                                                    instructions
                                                                                                                                                         reports and reviews

                                         Process enablers

                                                     Resources                                                        Capabilities

                                           © Crown copyright 2007. Reproduced under licence from the Cabinet Office
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3.3.1 Value Creation through Services

 Service
 Strategy                                                Services are designed, built and
                                                     delivered with both utility and warranty.
 Value of a
 service
                                                                                UTILITY

                     Performance supported?                                                           T/F
                                                                                   OR
                          Constraints removed?
                                                                                                                           Fit for
                                                                                                                           purpose?                               Value-created
                                                                                                                                                        AND
                                Available enough?                                                                                                                 T/F
                                                                                                                           Fit for use?
                                 Capacity enough?
                                                                                  AND                  T/F
                           Continuous enough?
                                                                                                                                               T: True
                                    Secure enough?                                                                                             F: False
                                                                               WARRANTY



                                                                                                                                              © Crown copyright 2007. Reproduced
                                                                                                                                              under licence from the Cabinet Office.



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3.3.1 Value Creation through Services

 Service                                                                    Components of value
 Strategy



 Creating value                                                                              Business
                                                                                             outcomes




                                                                                                 Value


                                                  Preferences                                                                       Perceptions



                                                                                                                                                      © Crown copyright 2007. Reproduced
                                                                                                                                                     under licence from The Cabinet Office.
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3.3.1 Value Creation through Services

 Service
                                                              How customers perceive value
 Strategy                                                          Positive                   Negative
                                                                  difference                 difference


 Creating value                                                                                                                                       Losses from
                                                                                                     –                   Net
                                                                                                                                                      utilizing the
                                                                                                                                                      service
                                                                                                                     difference
                        Gains from
                        utilizing the                                      +
                              service




                                                                                                                                                                       under licence from The Cabinet Office.
                                                                                                                                                                        © Crown copyright 2007. Reproduced
                                                                          Based on DIY strategy or
                                                                          existing arrangements


                                       Reference                                                                                                   Economic value of
                                         value                                                                                                         service
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3.4.1 Service Portfolio Management

 Service
 Strategy                                                                       The service portfolio

                                                                                       Service portfolio
 The Service
 Portfolio
                                                   Service                                                                                          Retired
                                                                                           Service catalogue
                                                   pipeline                                                                                         services




                                                                        Configuration management system




                                                                                Supplier and contract                           Customer
                     Customer                    Application                                                                                                  Project
                                                                                    management                                  agreement                                    CMDB
                      portfolio                   portfolio                                                                                                   portfolio
                                                                                 information system                              portfolio



                                                                                                                                                    © Crown copyright 2007. Reproduced
                                                                                                                                                    under licence from the Cabinet Office
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4.4.1 Service Level Management (SLM)

                                           The service level management process
                                                                                                                                                          The business
                                              Business unit A                                      Business unit B

                                                                                         3                                                    6




                                                                                                                                                                                              © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                               Business                             2              Business                              5
                                               process                       1                     process                        4


                                                                                                                                                                                        SLM
                                                        SLA(s)                                                                D        E       F
                                                                                        Service A            B       C

                   SLR(s)
                                                                                                                                       Service
                                                                                                                                      catalogue                         Assist with the
                                                                                                                                                                    service catalogue and
                                                                                                                                                                     maintain document
              Determine, document                    Monitor service                               Conduct service                                                        templates
            and agree requirements                 performance against                           reviews and instigate
             for new services SLRs                  SLA and produce                              improvements within                                       Design SLA
                 and make SLAs                        service reports                                 overall SIP                                       frameworks and
                                                                                                                                                      document procedures
                                                                                                                                                         and standards
             Develop contacts and                  Collate, measure and
             relationships, record                  improve customer
            and manage complaints                       satisfaction                                                 Service                              Provide
               and compliments                                                                                       reports                           management
                                                                                                                                                        information
                                                                             Review and revise SLAs,
                                                                                service scope and                                                       Underpinning
                                                 OLAs                             underpinning                                                           contracts
                                                                                   agreements

            Business              Teams                                                                                                       Suppliers
           relationship
           management                                                (ii)                                                                                                        (ii)
                                  Support team                 (I)                                                                            Supplier                     (I)
                                                                                         Supplier management


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4.4.2 Service Catalogue Management

 Service Design                                                        A two-view service catalogue
                                The service catalogue




                                                                                                                                                                                 © Crown copyright 2007. Reproduced under licence from the Cabinet Office
 Service                                                             Business                         Business                      Business               Business/customer
                                                                                                                                                        service catalogue view
 catalogue                                                           process 1                        process 2                     process 3




                                       Service A                       Service B                     Service C                       Service D                   Service E




                                       Service 1                 Service 2                Service 3                Service 4                Service 5            Service 6

                                  Technical/supporting service catalogue view

                                                                                                          Links to
                                                                                                           related
                                                                                                        information

                                                                                      Service assets/configuration records


                                                           Key                        = Customer-facing services                        = Supporting services


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5.4.1 Service Asset and Configuration Management (SACM)

                  Example of relationships between the CMS and SKMS




                                                                                                                                                                              © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                                                        SKMS


    The CMS is                                                                                                                                     Some CIs (such as
    part of the                                                                                                                                    SLAs or release
    SKMS                                         CMS                                                                                               plans) are in the
                                                                                                                                                   SKMS

    Configuration                                                                Each configuration
    records are                                                                  record points to and
    stored in                                                                    describes a CI
    CMDBs in the
    CMS

                                                                                                                                                        Other CIs (such as
                                                                                                                                                         users and servers)
                                                                                                                                                         are outside the
                                                                                                                                                         SKMS


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5.4.2 Change Management

Service
Transition           Scope

                     It covers changes to all configuration items across the whole




                                                                                                                                                                          © Crown copyright 2007. Reproduced under licence from the Cabinet Office
Change               service lifecycle.
Management
                                                  Business                                             Service provider                                      Supplier

                          Strategic             Manage the                                                                                                  Manage the
                                                                                                     Manage IT services                                      supplier’s
                           change                business
                                                                                                                                                             business




                          Tactical              Manage the                                                    Service                                        Manage
                          change                 business                                                     portfolio                                      external
                                                processes                                                                                                    services


                                                                                  Service
                                                                                  change


                      Operational                 Manage                                                      Service                                        External
                       change                     business                                                   operations                                     operations
                                                 operations


                                                                 Scope of change management
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5.4.2 Change Management

                                 Interfaces between change management
                             and service asset and configuration management




                                                                                                                                                                                    © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                                                               Change management
             Raise and                    Assess                         Authorize/                     Coordinate                            Review                       Close
           record change                  change                           reject                         change                              change                      change
              request                                                     change                      implementation*




                                                                                                         Release and deploy
                                                                                                          new/changed CIs



                                                        Service asset and configuration management
                                         Identify                                                         Capture
             Reports                                                       Update                                                              Audit                       Check
                                         Affected                                                       release and
            and audits                                                     records                                                             items                      records
                                          items                                                         environment
                                                                                                                                                                          updated
                                                                                                         baselines




                                                                  Configuration management system

                                                                                                                               * Includes build and test where applicable

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5.4.2 Change Management

                    Example of a process flow for a normal change
                                                                     Role
                                                                                                Create RFC
                                                                     Change
                                                                     initiator




                                                                                                                                                                                                              © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                                                                               Record RFC
                                                                     Change
            Change proposal                                          management                                         Requested
               (optional)
                                                                                               Review RFC
                                                                     Change
 Activities assigned to the role ‘change                             management                                         Ready for evaluation
 management’ may be carried out by a                                                    Assess and evaluate
 change practitioner, a change authority                                                     change
 or the change management process                                    Change




                                                                                                                                                                                  Update information in CMS
 owner, depending on organizational                                  management                                         Ready for decision                           Work flows
 design.                                              Rejected                             Authorize change
                                                                     Change                 build and test
                                                                     authority                                          Authorized
                                                                  Rejected                Coordinate change
                                                                    Change                  build and test*
       *Activities to plan, create and deploy
       releases are part of the release and                         management                                          Created                                      Work flows
       deployment management process.                                                      Authorize change
                                                                     Change                  deployment
                                                                     authority                                          Scheduled
                                                                                          Coordinate change
                                                                     Change
                                                                                            deployment*
                                                                     management                                         Implemented                                  Work flows
                                                                                           Review and close
                                                                                            change record
                                                                     Change management,                                 Closed
                                                                     change authority, change
                                                                     initiator
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5.4.3 Release and Deployment Management


                                     Phases of release and deployment management




                                                                                                                                                                                                     © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                                                            Change management
           Auth                            Auth                             Auth                                    Auth Auth
                                                                                                                      Auth Auth
                      Authorize                       Authorize                         Authorize                                              Authorize                                 Post-
                  release planning                   build and test                  check-in to DML                                          deployment/                           implementation
                                                                                                                                           transfer/retirement                          review

            Release and
                                             Release build                                                                                                             Review and
            deployment                                                                                                     Deployment
                                             and test                                                                                                                  close
            planning


                                                                                                                             Deployment



                                                                                                                                  Transfer

           Auth            Change management authorization
                                                                                                                                      Retirement


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5.4.4 Knowledge Management

Service                            Relationship of the CMDB, the CMS and the SKMS
Transition




                                                                                                                                                            © Crown copyright 2007. Reproduced under licence from the Cabinet Office
SKMS                                Service knowledge                                                        Support for decisions
                                    management system

                                                                                                             Support for delivery of services



                                                                 Configuration management system




                                                  Configuration management
                                                          databases




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6.4.1 Incident Management

 Service                                                               Simple priority coding system
 Operation




                                                                                                                                                                  © Crown copyright 2007. Reproduced under licence from the Cabinet Office
 Impact, urgency                                                                                       Impact
 and priority
                                                                                         High           Medium               Low

                                                                   High
                                                     Urgency                                1                 2                  3
                                                                   Medium                   2                 3                  4
                                                                   Low                      3                 4                  5

                                                       Priority
                                                                                     Description                         Target resolution time
                                                        code
                                                   1                               Critical                             1 hour
                                                   2                               High                                 8 hours
                                                   3                               Medium                               24 hours
                                                   4                               Low                                  48 hours
                                                   5                               Planning                             Planned

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6.5.4 IT Operations Management

                                                                             Service operation functions
 Service
 Operation                                                                                          IT operations management
                                                                     Technical                             IT operations                                   Application
                               Service desk                                                                   Control
                                                                    management                                                                            management
                                                                                                            Console management/
                                                                                                               operations bridge




                                                                                                                                                                         © Crown copyright 2007. Reproduced under licence from the Cabinet Office
 IT Operations                                                            Mainframe                                                                       Financial
 Management                                                                                                     Job scheduling                              apps
                                                                                                              Backup and restore
                                                                                                        Print and output management                              HR
                                                                             Server
                                                                                                                                                                apps
                                                                                                        Facilities management
                                                                                                                  Data centres                            Business
                                                                            Network
                                                                                                                 Recovery sites                            apps
                                                                                                                 Consolidation
                                                                            Storage                                Contracts



                                                                           Database

                                                                            Directory
                                                                            services

                                                                            Desktop


                                                                          Middleware


                                                                         Internet/ web


  Slide          This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names
 content         of third parties which are owned by their respective owners.                                                                                                                                                                       26
from CO          © Copyright 2012 Global Lynx, Inc. All rights reserved.
                 This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
7.3.1 The Continual Service Improvement Approach

 Continual
 Service                                         Continual service improvement approach
 Improvement
                                                                                                                                                     Business vision,
                                                                                     What is the vision?                                            mission, goals and
 CSI approach                                                                                                                                           objectives

                                                                                                                                                           Baseline
                                                                                    Where are we now?
                                                                                                                                                         assessments


                          How do we keep the                                          Where do we want                                                     Measurable
                           momentum going?                                                 to be?                                                           targets


                                                                                         How do we get                                            Service and process
                                                                                            there?                                                   improvement


                                                                                                                                                     Measurements &
                                                                                       Did we get there?
                                                                                                                                                        metrics

                                                                                                                                          © Crown copyright 2007. Reproduced
                                                                                                                                         under licence from The Cabinet Office.

  Slide         This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names
 content        of third parties which are owned by their respective owners.                                                                                                      27
from CO         © Copyright 2012 Global Lynx, Inc. All rights reserved.
                This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
7.3.2 The Deming Cycle (Plan, Do, Check, Act)

 Continual
 Service                            Continuous quality control and consolidation
 Improvement
                                                                                                                              Plan                     Project Plan
 The Deming                                                                                                                   Do                       Project
 Cycle                                                                                                                        Check                    Audit
                                                                                                                              Act                      New Actions
                                 Maturity Level




                                                                          ACT                 PLAN
                                                                                                                                                                 Business
                                                                                                                                                                     IT
                                                                                                                                                                 alignment
                                                                       CHECK                     DO

                                                                                                                                                              Effective Quality
                                                                                                                                                              Improvement

                                                                                                                Consolidation of the level reached
                                                                                                                i.e. Baseline

                                                                                                                                          Timescale
                                       © Crown copyright 2007. Reproduced under licence from The Cabinet Office.
   Slide       This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names
  content      of third parties which are owned by their respective owners.                                                                                                       28
 from CO       © Copyright 2012 Global Lynx, Inc. All rights reserved.
               This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
7.4.1 The Seven-Step Improvement Process

                                           The seven-step improvement process
           Wisdom              1. Identify the strategy for                                        2. Define what you will measure                                             Data
                                 improvement
                                • Vision




                                                                                                                                                                                      © Crown copyright 2007. Reproduced under licence from the Cabinet Office
                                • Business need
                                • Strategy
                                • Tactical goals
                                • Operational goals


            7. Implement improvement                                                       PLAN                                             3. Gather the data
                                                                                                                                             • Who? How? When?
                                                                                                                                             • Criteria to evaluate integrity
                                                                                                                                               of data
                                                                                                                                             • Operational goals
                                                                                                                                             • Service measurement

                                                             ACT                                                              DO
            6. Present and use the
              information
             • Assessment summary
             • Action plans
             • Etc.

                                                                                          CHECK



                               5. Analyse the information and                                      4. Process the data
                                 data                                                               • Frequency?
                                • Trends?                                                           • Format?
                                • Targets?                                                          • Tools and systems?
                                • Improvements required?                                            • Accuracy?
           Knowledge                                                                                                                                                    Information


  Slide                  This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names
 content                 of third parties which are owned by their respective owners.                                                                                                                                                           29
from CO                  © Copyright 2012 Global Lynx, Inc. All rights reserved.
                         This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
7.4.1 The Seven-Step Improvement Process

 Continual                                                                                          Operational management                               Step 1             Step 2
 Service                     Knowledge spiral
 Improvement                                                                                                                                                        PLAN

                                                                                                                                             Step 7                                  Step 3
                                                                                                                                                              ACT            DO

                                                                                                                                                                                     Step 4
 The 7-step                                                                                                                                                         CHECK
 improvement
 process                                                                                                                                                 Step 6             Step 5



                                                                                                Step 1              Step 2

                                                                                                           PLAN

                                                                                    Step 7                                       Step 3
                                                                                                   ACT               DO

                                                                                                                                 Step 4
                                                                                                            CHECK



                                                                                                Step 6              Step 5

                                                                                                                                 Tactical management

                                     Step 1              Step 2

                                                 PLAN

                         Step 7                                       Step 3
                                         ACT               DO

                                                                      Step 4
                                                 CHECK

                                                                                                                                         © Crown copyright 2007. Reproduced
                                     Step 6              Step 5                                                                          under licence from the Cabinet Office
                                                                   Strategic management
  Slide        This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names
 content       of third parties which are owned by their respective owners.                                                                                                                   30
from CO        © Copyright 2012 Global Lynx, Inc. All rights reserved.
               This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.

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Curso de Ejemplo

  • 1. ITIL® Foundation Certificate in IT Service Management Training Course Legal Notice ITIL® is a Registered Trade Mark of the Cabinet Office in the United Kingdom and other countries The Swirl logo™ is a Trade Mark of the Cabinet Office This training material is composed of two types of content: 1) Content created by Global Lynx. Where applicable, this content is identified by the framed caption “Slide content from GL” in the lower left corner of each slide and by the framed caption “Notes content from GL” in the lower left corner of each slide’s notes section. 2) Content which has been either excerpted from or based on one or more of the following Cabinet Office ITIL publications: Service Strategy (ISBN 978-0-11-331045-6), Service Design (ISBN 978-0-11- 331047-0), Service Transition (ISBN 978-0-11-331048-7), Service Operation (ISBN 978-0-11-331046-3), Continual Service Improvement (ISBN 978-0-11-331049-4). © Crown Copyright 2007. Reproduced under Licence from the Cabinet Office. Where applicable, this content is identified by the framed caption “Slide content from CO” in the lower left corner of each slide and by the framed caption “Notes content from CO” in the lower left corner of each slide’s notes section.
  • 2. Audience ● Individuals who require a basic understanding of the ITIL framework. ● IT professionals that are working within an organization that has adopted and adapted ITIL. ● Individuals seeking the ITIL Expert Certificate in IT Service Management, for which this qualification is a prerequisite. ● Individuals seeking progress toward the ITIL Master Certificate in IT Service Management, for which the ITIL Expert is a prerequisite. ● This may include: – IT professionals – Business managers Slide – Business process owners This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 2 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 3. Class Schedule Day Segment Start End Dur. time time (min.) Course introduction 9:00 10:00 60 1: Industry Best Practices 10:00 11:00 60 Coffee break 11:00 11:15 15 Exercises for unit 1 11:15 11:45 30 2: Service Management as a Practice 11:45 13:45 120 1 Lunch break 13:45 14:45 60 Exercises for unit 2 14:45 15:15 30 3: Service Strategy 15:15 17:15 120 Coffee break 17:15 17:30 15 Exercises for unit 3 17:30 18:00 30 4: Service Design (part 1) 18:00 19:00 60 Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 3 from CO GL © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 4. Reference Literature Course literature • The five core CO (the Cabinet Office) ITIL v3 books published by TSO (The Stationery Office): • Service Strategy • Service Design • Service Transition • Service Operation • Continual Service Improvement • The Official Introduction to the ITIL Service Lifecycle Published by TSO (The Stationery Office) 2007 • Passing your ITIL Foundation Exam - The Official Study Aid Published by TSO (The Stationery Office) 2007 • Foundations of IT Service Management Based on ITIL V3 Published by Van Haren Publishing 2007 • An Introductory Overview of ITIL V3 (E-Book) Published by the UK Chapter of the itSMF 2007 • ITIL glossary of terms © Crown Copyright the Cabinet Office 2011 • CO ITV3F course syllabus © CO (the Cabinet Office) 2011 Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 4 from CO GL © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 5. Unit Contents 1 Industry Best Practices 1.1 Best Practices in the Public Domain 1.2 Basic Concepts and Background of ITIL 1.3 Industry Standards 1.4 Frameworks 1.5 Models and Quality Systems 1.6 Company Standards and Frameworks 2 Service Management as a Practice 2.1 Service 2.2 Internal and External Customers 2.3 Internal and External Services 2.4 Service Management 2.5 IT Service Management 2.6 Stakeholders in Service Management 2.7 Processes and Functions 2.8 The Process Model and the Characteristics of Processes 2.9 Integration of Service Management Processes through Service Automation 2.10 Structure of the ITIL Service Lifecycle 2.11 Why ITIL is Successful 2.12 ITIL Roles Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 5 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 6. Preamble: ITIL V3 Processes and Functions © Crown Copyright 2007. Reproduced under Licence from the Cabinet Office Legend: P = Process Event Management P What is ITIL? Design Coordination P F = Function Incident Management P A set of best practices for IT Service Catalogue P Transition Planning and P Request Fulfilment P Management Support Service Management. Service Level Management P Change Management P Problem Management P Strategy Management for IT Services P Availability Management P Service Asset and Configuration Management P Access Management P Service Portfolio Management P Capacity Management P Release and Deployment Management P Service Desk F Financial Management for IT Services P IT Service Continuity Management P Service Validation and Testing P Technical Management F Demand Management P Information Security Management P Change Evaluation P IT Operations Management F Business Relationship Management P Supplier Management P Knowledge Management P Application Management F Service Service Service Service Strategy Design Transition Operation Continual Service Improvement (CSI) The Seven-Step Improvement Process P Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 6 from CO GL © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 7. 1 Industry Best Practices Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 7 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 8. 1.1 Best Practices in the Public Domain Industry Best Practices ● Best practices enable organizations to: Close gaps in capabilities Best practices Become more competitive ● Sources for best practice: Public frameworks Standards Proprietary knowledge ITIL is the most widely recognized and trusted source of best-practice guidance in the area of ITSM. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 8 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 9. 1.2 Basic Concepts and Background of ITIL Industry Best Practices ITIL: A customizable set of best practices designed to promote ITIL quality IT services. ● Provides a systematic, process-based approach to the provisioning and management of IT services. ● The processes identified apply to all aspects of IT infrastructure. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 9 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 10. 1.2 Basic Concepts and Background of ITIL Industry Best The stages in the service lifecycle approach to IT Service Practices Management are: ITIL Service Service Operation Design Continual Service Service Improvement Strategy Service Transition Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 10 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 11. 2.3 Internal and External Services Internal and external services External External External External External External customer customer customer customer customer customer The business Business unit Business unit (internal customer) (internal customer) © Crown copyright 2007. Reproduced under licence from the Cabinet Office IT IT department IT department IT department External customer-facing services IT services Internal customer-facing services Supporting services (internal) Business services and products provided by other business units Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 11 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 12. 2.8 The Process Model and the Characteristics of Processes Process model Process control Policy Owner Objectives Triggers Documentation Feedback Process Metrics Activities Roles Inputs Procedures Improvements Outputs Work Including process instructions reports and reviews Process enablers Resources Capabilities © Crown copyright 2007. Reproduced under licence from the Cabinet Office Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 12 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 13. 3.3.1 Value Creation through Services Service Strategy Services are designed, built and delivered with both utility and warranty. Value of a service UTILITY Performance supported? T/F OR Constraints removed? Fit for purpose? Value-created AND Available enough? T/F Fit for use? Capacity enough? AND T/F Continuous enough? T: True Secure enough? F: False WARRANTY © Crown copyright 2007. Reproduced under licence from the Cabinet Office. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 13 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 14. 3.3.1 Value Creation through Services Service Components of value Strategy Creating value Business outcomes Value Preferences Perceptions © Crown copyright 2007. Reproduced under licence from The Cabinet Office. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 14 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 15. 3.3.1 Value Creation through Services Service How customers perceive value Strategy Positive Negative difference difference Creating value Losses from – Net utilizing the service difference Gains from utilizing the + service under licence from The Cabinet Office. © Crown copyright 2007. Reproduced Based on DIY strategy or existing arrangements Reference Economic value of value service Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 15 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 16. 3.4.1 Service Portfolio Management Service Strategy The service portfolio Service portfolio The Service Portfolio Service Retired Service catalogue pipeline services Configuration management system Supplier and contract Customer Customer Application Project management agreement CMDB portfolio portfolio portfolio information system portfolio © Crown copyright 2007. Reproduced under licence from the Cabinet Office Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 16 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 17. 4.4.1 Service Level Management (SLM) The service level management process The business Business unit A Business unit B 3 6 © Crown copyright 2007. Reproduced under licence from the Cabinet Office Business 2 Business 5 process 1 process 4 SLM SLA(s) D E F Service A B C SLR(s) Service catalogue Assist with the service catalogue and maintain document Determine, document Monitor service Conduct service templates and agree requirements performance against reviews and instigate for new services SLRs SLA and produce improvements within Design SLA and make SLAs service reports overall SIP frameworks and document procedures and standards Develop contacts and Collate, measure and relationships, record improve customer and manage complaints satisfaction Service Provide and compliments reports management information Review and revise SLAs, service scope and Underpinning OLAs underpinning contracts agreements Business Teams Suppliers relationship management (ii) (ii) Support team (I) Supplier (I) Supplier management Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 17 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 18. 4.4.2 Service Catalogue Management Service Design A two-view service catalogue The service catalogue © Crown copyright 2007. Reproduced under licence from the Cabinet Office Service Business Business Business Business/customer service catalogue view catalogue process 1 process 2 process 3 Service A Service B Service C Service D Service E Service 1 Service 2 Service 3 Service 4 Service 5 Service 6 Technical/supporting service catalogue view Links to related information Service assets/configuration records Key = Customer-facing services = Supporting services Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 18 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 19. 5.4.1 Service Asset and Configuration Management (SACM) Example of relationships between the CMS and SKMS © Crown copyright 2007. Reproduced under licence from the Cabinet Office SKMS The CMS is Some CIs (such as part of the SLAs or release SKMS CMS plans) are in the SKMS Configuration Each configuration records are record points to and stored in describes a CI CMDBs in the CMS  Other CIs (such as users and servers) are outside the SKMS Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 19 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 20. 5.4.2 Change Management Service Transition Scope It covers changes to all configuration items across the whole © Crown copyright 2007. Reproduced under licence from the Cabinet Office Change service lifecycle. Management Business Service provider Supplier Strategic Manage the Manage the Manage IT services supplier’s change business business Tactical Manage the Service Manage change business portfolio external processes services Service change Operational Manage Service External change business operations operations operations Scope of change management Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 20 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 21. 5.4.2 Change Management Interfaces between change management and service asset and configuration management © Crown copyright 2007. Reproduced under licence from the Cabinet Office Change management Raise and Assess Authorize/ Coordinate Review Close record change change reject change change change request change implementation* Release and deploy new/changed CIs Service asset and configuration management Identify Capture Reports Update Audit Check Affected release and and audits records items records items environment updated baselines Configuration management system * Includes build and test where applicable Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 21 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 22. 5.4.2 Change Management Example of a process flow for a normal change Role Create RFC Change initiator © Crown copyright 2007. Reproduced under licence from the Cabinet Office Record RFC Change Change proposal management Requested (optional) Review RFC Change Activities assigned to the role ‘change management Ready for evaluation management’ may be carried out by a Assess and evaluate change practitioner, a change authority change or the change management process Change Update information in CMS owner, depending on organizational management Ready for decision Work flows design. Rejected Authorize change Change build and test authority Authorized Rejected Coordinate change Change build and test* *Activities to plan, create and deploy releases are part of the release and management Created Work flows deployment management process. Authorize change Change deployment authority Scheduled Coordinate change Change deployment* management Implemented Work flows Review and close change record Change management, Closed change authority, change initiator Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 22 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 23. 5.4.3 Release and Deployment Management Phases of release and deployment management © Crown copyright 2007. Reproduced under licence from the Cabinet Office Change management Auth Auth Auth Auth Auth Auth Auth Authorize Authorize Authorize Authorize Post- release planning build and test check-in to DML deployment/ implementation transfer/retirement review Release and Release build Review and deployment Deployment and test close planning Deployment Transfer Auth Change management authorization Retirement Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 23 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 24. 5.4.4 Knowledge Management Service Relationship of the CMDB, the CMS and the SKMS Transition © Crown copyright 2007. Reproduced under licence from the Cabinet Office SKMS Service knowledge Support for decisions management system Support for delivery of services Configuration management system Configuration management databases Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 24 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 25. 6.4.1 Incident Management Service Simple priority coding system Operation © Crown copyright 2007. Reproduced under licence from the Cabinet Office Impact, urgency Impact and priority High Medium Low High Urgency 1 2 3 Medium 2 3 4 Low 3 4 5 Priority Description Target resolution time code 1 Critical 1 hour 2 High 8 hours 3 Medium 24 hours 4 Low 48 hours 5 Planning Planned Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 25 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 26. 6.5.4 IT Operations Management Service operation functions Service Operation IT operations management Technical IT operations Application Service desk Control management management Console management/ operations bridge © Crown copyright 2007. Reproduced under licence from the Cabinet Office IT Operations Mainframe Financial Management Job scheduling apps Backup and restore Print and output management HR Server apps Facilities management Data centres Business Network Recovery sites apps Consolidation Storage Contracts Database Directory services Desktop Middleware Internet/ web Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 26 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 27. 7.3.1 The Continual Service Improvement Approach Continual Service Continual service improvement approach Improvement Business vision, What is the vision? mission, goals and CSI approach objectives Baseline Where are we now? assessments How do we keep the Where do we want Measurable momentum going? to be? targets How do we get Service and process there? improvement Measurements & Did we get there? metrics © Crown copyright 2007. Reproduced under licence from The Cabinet Office. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 27 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 28. 7.3.2 The Deming Cycle (Plan, Do, Check, Act) Continual Service Continuous quality control and consolidation Improvement Plan Project Plan The Deming Do Project Cycle Check Audit Act New Actions Maturity Level ACT PLAN Business IT alignment CHECK DO Effective Quality Improvement Consolidation of the level reached i.e. Baseline Timescale © Crown copyright 2007. Reproduced under licence from The Cabinet Office. Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 28 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 29. 7.4.1 The Seven-Step Improvement Process The seven-step improvement process Wisdom 1. Identify the strategy for 2. Define what you will measure Data improvement • Vision © Crown copyright 2007. Reproduced under licence from the Cabinet Office • Business need • Strategy • Tactical goals • Operational goals 7. Implement improvement PLAN 3. Gather the data • Who? How? When? • Criteria to evaluate integrity of data • Operational goals • Service measurement ACT DO 6. Present and use the information • Assessment summary • Action plans • Etc. CHECK 5. Analyse the information and 4. Process the data data • Frequency? • Trends? • Format? • Targets? • Tools and systems? • Improvements required? • Accuracy? Knowledge Information Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 29 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.
  • 30. 7.4.1 The Seven-Step Improvement Process Continual Operational management Step 1 Step 2 Service Knowledge spiral Improvement PLAN Step 7 Step 3 ACT DO Step 4 The 7-step CHECK improvement process Step 6 Step 5 Step 1 Step 2 PLAN Step 7 Step 3 ACT DO Step 4 CHECK Step 6 Step 5 Tactical management Step 1 Step 2 PLAN Step 7 Step 3 ACT DO Step 4 CHECK © Crown copyright 2007. Reproduced Step 6 Step 5 under licence from the Cabinet Office Strategic management Slide This document may contain brand names, text, graphics or images which are registered trade marks, trade marks, service marks, or trade names content of third parties which are owned by their respective owners. 30 from CO © Copyright 2012 Global Lynx, Inc. All rights reserved. This material is property of Global Lynx, Inc (www.globallynx.com). Reproduction in whole or in part is prohibited.